Ken Fisher's SBSI Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 53,630 shares of Southside Bancshares, Inc. (SBSI) worth $1.89 M, representing 0.00% of the portfolio. First purchased in 2015-Q3, this long-term strategic position has been held for 44 quarters.
Based on 13F filings since 2013, Ken Fisher has maintained a long-term strategic position in SBSI, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2017, adding 23,827 shares. Largest reduction occurred in Q4 2016, reducing 41,875 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's Southside Bancshares (SBSI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Southside Bancshares (SBSI) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2025 | -8 | Reduce 0.01% | 53,630 | $28.25 |
| Q2 2025 | +8 | Add 0.01% | 53,638 | $29.43 |
| Q4 2024 | -3,179 | Reduce 5.60% | 53,630 | $31.76 |
| Q1 2024 | -4,507 | Reduce 7.35% | 56,809 | $29.23 |
| Q4 2023 | -3,727 | Reduce 5.73% | 61,316 | $31.32 |
| Q3 2023 | +4,238 | Add 6.97% | 65,043 | $28.70 |
| Q1 2023 | -6,319 | Reduce 9.41% | 60,805 | $33.20 |
| Q4 2022 | +5,456 | Add 8.85% | 67,124 | $35.99 |
| Q2 2022 | +17,080 | Add 38.31% | 61,668 | $37.43 |
| Q1 2022 | +14,427 | Add 47.83% | 44,588 | $40.84 |
| Q4 2021 | +8,466 | Add 39.02% | 30,161 | $41.81 |
| Q3 2021 | +3,726 | Add 20.74% | 21,695 | $38.30 |
| Q2 2021 | +113 | Add 0.63% | 17,969 | $38.23 |
| Q4 2020 | -3,676 | Reduce 17.07% | 17,856 | $31.03 |
| Q3 2020 | -9,239 | Reduce 30.03% | 21,532 | $24.43 |
| Q2 2020 | -5,620 | Reduce 15.44% | 30,771 | $27.72 |
| Q1 2020 | -5,579 | Reduce 13.29% | 36,391 | $30.39 |
| Q2 2019 | +5,674 | Add 15.63% | 41,970 | $32.38 |
| Q1 2019 | -5,045 | Reduce 12.20% | 36,296 | $33.23 |
| Q4 2018 | +5,814 | Add 16.37% | 41,341 | $31.76 |
| Q3 2018 | -13,071 | Reduce 26.90% | 35,527 | $34.79 |
| Q2 2018 | -17,109 | Reduce 26.04% | 48,598 | $33.68 |
| Q1 2018 | -691 | Reduce 1.04% | 65,707 | $34.75 |
| Q4 2017 | -5,533 | Reduce 7.69% | 66,398 | $33.68 |
| Q3 2017 | -10,891 | Reduce 13.15% | 71,931 | $36.35 |
| Q2 2017 | +23,827 | Add 40.39% | 82,822 | $34.94 |
| Q1 2017 | +17,593 | Add 42.49% | 58,995 | $32.60 |
| Q4 2016 | -41,875 | Reduce 50.28% | 41,402 | $36.57 |
| Q3 2016 | -26,700 | Reduce 24.28% | 83,277 | $31.25 |
| Q2 2016 | -14,772 | Reduce 11.84% | 109,977 | $30.90 |
| Q4 2015 | +9,674 | Add 8.41% | 124,749 | $22.21 |
| Q3 2015 | +115,075 | New Buy | 115,075 | $25.47 |
Ken Fisher's Southside Bancshares Investment FAQs
Ken Fisher first purchased Southside Bancshares, Inc. (SBSI) in Q3 2015, acquiring 115,075 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held Southside Bancshares, Inc. (SBSI) for 44 quarters since Q3 2015.
Ken Fisher's largest addition to Southside Bancshares, Inc. (SBSI) was in Q3 2015, adding 115,075 shares worth $2.93 M.
According to the latest 13F filing for Q2 2026, Ken Fisher's firm, Fisher Asset Management, LLC, owns 53,630 shares of Southside Bancshares, Inc. (SBSI), valued at approximately $1.89 M.
As of the Q2 2026 filing, Southside Bancshares, Inc. (SBSI) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in Southside Bancshares, Inc. (SBSI) was 124,749 shares, as reported at the end of Q4 2015.